Industry

A little more than a year after launching Retirement Ready, a retirement income program for its advisors, John Hancock Financial Network today announced the launch of a new iPad application and updates to the program.

Huntington Asset Services is looking to boost its sales team.

Bank of America Merrill Lynch has refocused on growing fee-based and banking business and boosting client retention.

Beverly Hills Financial Planners, Informative Financial Services, and Ranker-Hanshaw Wealth Management are the newest firms to join Royal Alliance, which has nearly 2,000 affiliated independent financial advisors.

Al Falco will work with individual clients in the Hartford area and institutional asset managers for middle-market corporations and non-profits.

Armed with new executives and a new partnership with an RIA, the online wealth advisory and lead generation firm for advisors, is thinking expansion.

Determined to keep its 48-year-old firm’s “small, hometown feel,” Investors Security of Suffolk, Va., has decided to drop its own broker-dealer and affiliate with Securities America.

The husband-wife team of Joe and Penny DiRago have been hired by Wells Fargo in San Antonio.

The Securities and Exchange Commission has initiated cease-and-desist proceedings against the former board members of five registered investment firms, alleging that they failed to maintain appropriate fair-market valuations of debt securities that comprised a substantial portion of the companies' portfolio.

Baird's director of estate planning reminds clients that just because they can make large tax-free gifts this year, doesn’t mean they should.